Tanya Walliser (CFP®)

Tanya Walliser focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

Tanya Walliser is the Manager of Financial Planning at Condor Capital.  Tanya's primary responsiblities include working with prospective and existing clients on their financial affairs and investment goals.  She is also a part of the investment committee at the firm.  In addition to being a member of NAPFA, Tanya is also a member of the Financial Planning Association (FPA).  Tanya joined Condor Capital in June 2008 after graduating from The University of Maryland in College Park, MD with a Bachelor of Arts degree in Economics and a minor in Spanish Language.  

NAPFA Start Date

November 25, 2014

This Office

1973 Washington Valley Rd Martinsville, NJ 08836-2053 Phone: (732) 356-7323 Fax: (732) 356-5875